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Wilkerson Advisory Group’s Pultegroup PHM Stock Holding History

Wilkerson Advisory Group’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Buy
1,167
+184
+19% +$22.3K 0.05% 117
2026
Q1 		$116K Buy
983
+484
+97% +$62K 0.04% 130
2025
Q4 		$58.5K Buy
+499
New +$61.2K 0.02% 155

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wilkerson Advisory Group's PHM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Pultegroup (PHM) stake by 19% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,167 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #117.

Wilkerson Advisory Group first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Wilkerson Advisory Group held 1,167 shares of Pultegroup worth $160K as of Q2 2026.
  • Wilkerson Advisory Group bought 184 Pultegroup shares in Q2 2026, an estimated $22.3K.
  • Pultegroup made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Wilkerson Advisory Group first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.